Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Merrill Lynch June 2014 - August 2014
Merlin Industries, Inc July 2011 - December 2012
Merlin Industries, Inc August 2007 - July 2011
Skills
Strategic Planning, Team Leadership, Teamwork, Accounting, Training, Customer Satisfaction, Microsoft Excel, Leadership, Management, Human Resources, Sales, Customer Service, Analysis, Auditing, Team Management, Business Analysis, Finance, Microsoft Word
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2015
B.S, Accounting
Crestcom Management Training 2011 — 2012
Mercer County Community College 2009 — 2012
Associate of Science (AS), Business Administration
2003La Salle High School
Saint Paul School Princeton June 2014 - Present
Berkshire Hathaway HomeServices Fox & Roach, Realtors October 2012 - Present
Merrill Lynch May 2002 - August 2003
Merrill Lynch July 1997 - May 2002
Skills
Buyer Representation, Investments, Selling, Short Sales, Sellers, Single Family Homes, Listings, First Time Home Buyers, Condos, New Home Sales, Relocation, Referrals, Townhomes, Real Estate, Management, Investment Properties, Buyers, Residential Homes, Real Estate Transactions, Negotiation, Move Up Buyers
Education
Mercer County Community College
Interior Design
The University of New Mexico
Communication, General
JP Morgan Securities LLC May 2013 - Present
Breisacher & Pabon April 2012 - May 2013
UBS Financial Services Inc May 2005 - April 2012
Merrill Lynch 1991 - 2005
Scope Imports Inc. 1985 - 1991
Sakowitz Inc. 1985 - 1991
American Rent All Inc. 1979 - 1985
Education
The George Washington University 1975 — 1976
Marketing - MBA, Business, Management, Marketing, 3.1
Escuela Americana
Menlo College
BSBA, Business Administration and Management, General
SurveyMonkey December 2014 - Present
Captora June 2014 - October 2014
Oracle August 2012 - June 2014
Gigya (Facebook PMD) August 2011 - August 2012
BBVA Compass January 2011 - August 2011
US Bank March 2010 - December 2010
Merrill Lynch August 2009 - December 2009
Menlo College May 2008 - May 2009
Sprint Nextel May 2005 - June 2007
Skills
Salesforce.com, Financial Analysis, Business Intelligence, Microsoft Excel, Social Media, Account Management, Sales, Financial Modeling, B2B, Sales Management, Marketing, Strategic Planning, Business Development, Analytics, Strategic Partnerships, Budgets, Leadership, Microsoft Office, Business Intelligence..., New Business Development, CRM, Analysis, Marketing Strategy, Team Leadership, Lead Generation, Sandler
Education
Menlo College 2006 — 2009
B.S., Finance
Junipero Serra High School
Freelance September 2013 - Present
ian martin limited June 2012 - July 2013
Bruce Power 2008 - 2011
Merrill Lynch 1998 - 2001
Skills
Contract Negotiation, Customer Service, Team Leadership, Project Recruitment, Talent Acquisition, Talent Assessment, University Recruiting, Screening, Interviews, Talent Management, Recruiting, Management, Process Improvement, College Recruiting, Human Resources, Technical Recruiting, Strategy, Sourcing, Resume Writing, Temporary Placement, Applicant Tracking..., Hiring, Leadership Development, Coaching, Contract Recruitment, Employee Relations, Leadership, Performance Management, Employee Engagement, Training, Executive Search, Staffing Services, Internet Recruiting, Permanent Placement, Screening Resumes, New Hire Orientations, HRIS, Onboarding, Workforce Planning, Succession Planning, Benefits Negotiation, Employer Branding, Temporary Staffing, Recruitment Advertising, Staff Augmentation, IT Recruitment, Reference Checking, Deferred Compensation, HR Policies, RPO
Education
McMaster University
Bachelor of Arts, Psychology
University of Guelph
Bachelor of Arts, English
WHEATON Industries September 2014 - Present
Systech International September 2011 - August 2014
Systech International May 2005 - September 2011
Merrill Lynch February 2005 - May 2005
Advanced Control Components March 2004 - June 2004
Frequency Engineering Laboratories September 2000 - October 2003
Skills
Quadcopter FPV Pilot
Education
New Jersey Institute of Technology 1997 — 2000
Bachelor of Science in Engineering Technology (BSET), Electrical and Computer Engineering Technology (ECET)
Mercer County Community College 1994 — 1997
Associate of Arts and Sciences (A.A.S.), Electrical, Electronic and Communications Engineering Technology/Technician
Merrill Lynch June 2013 - Present
Merrill Lynch October 2006 - May 2013
Merrill Lynch June 2005 - September 2006
Merrill Lynch April 2004 - June 2005
Kafko Manufacturing August 2003 - April 2004
National Pools May 2001 - August 2003
Skills
Accounting, Equities, Financial Statements, Fundraising, Tax, Spreadsheets, IRAs, Risk Management, Management, Access, Internal Audit, Banking
Education
The College of New Jersey 1999 — 2001
Bachelor of Arts, Communications
Mercer County Community College 1996 — 1998
Associates, Communications
N/A
Steinert
Steinert
Steinert
Apple Inc. January 2011 - Present
Armani Exchange July 2010 - March 2011
Merrill Lynch May 2009 - May 2010
Menlo Colllege August 2008 - December 2009
Merrill Lynch February 2009 - May 2009
a 2000 - 2001
Skills
Leadership, CRM, Salesforce.com, Sales, Time Management, Analysis, Customer Service, Microsoft Excel, Teamwork, Finance, Microsoft Word, Research, Investments, Workshop Facilitation, Real Estate, Social Media, Social Networking, Event Planning, Facebook, PowerPoint
Education
Menlo College 2007 — 2010
Bachelor's Degree, Business Management, International Concentration
Ernst-Sigle-Gymnasium 1998 — 2007
Highschool, General Education
Merrill Lynch May 2013 - Present
Merrill Lynch October 2009 - April 2013
Robbinsville Public Schools May 2009 - October 2010
Merrill Lynch November 1994 - June 2008
Merrill Lynch November 1994 - June 2008
Merrill Lynch January 1998 - January 2002
Skills
Testing, Quality Assurance, Business Process, Project Management, Business Requirements, Management, Leadership, Training, Test Planning, System Testing, Mainframe, Team Building, Financial Analysis, Financial Services, SDLC, Business Analysis, Risk Management, User Acceptance Testing, Governance, PMO, Software Project..., Vendor Management, VSAM, Software Development, Visio, Requirements Analysis, IT Strategy, Program Management, CICS, Requirements Gathering, Process Improvement
Education
Rider College
B.S, Decision Sciences and Computers
Mercer County Community College
A.A.S, Data Processing
Dataflyt software October 2007 - Present
Merrill Lynch February 2013 - March 2014
Skills
Solution Selling, Account Management, Cloud Computing, Business Analysis, Project Management, IT Service Management, Business Development, CRM, New Business Development, Managed Services, Team Leadership, Sales, Leadership, Management, Program Management, Management Consulting, Change Management, Business Strategy, Contract Negotiation, Integration, Financial Analysis
Education
McNeese State University 2008 — 2013
Bachelor's degree, Finance, General
Merrill Lynch October 2011 - January 2013
Johnson & Johnson 2007 - 2011
Princeton University 2004 - 2006
Merrill Lynch April 1984 - January 2001
Skills
Office Administration, MS Project, Microsoft Office, Outlook, Visio, PowerPoint, Fieldglass, Ariba, Adobe Creative Suite, Adobe Photodeluxe, eRoom, Blackboard, Pagemaker, Concur, Project Management, Office Management
Education
Mercer County Community College 2009 — 2013
Working Towards BA in English Literature, English Language and Literature, General
White Lotus Foundation 2011 — 2011
Yoga Teacher Training Certificate, Yoga Teacher Training/Yoga Therapy
Arthur L Johnson Regional HS 1976 — 1980
HS Diploma, Business
Razorfish Health March 2015 - Present
Rosetta March 2014 - March 2015
Merrill Lynch August 2012 - March 2014
Merrill Lynch September 2009 - August 2012
Merrill Lynch June 2007 - May 2009
Ferrara & Company May 2007 - July 2007
Goebel of North America March 2006 - May 2007
Patient Marketing Group January 2007 - April 2007
Creative Strategies Group November 2006 - January 2007
Public Strategies Impact, LLC March 1998 - December 2006
Skills
Online Marketing, Digital Marketing, User Experience, Web Design, Email Marketing, Information Architecture, User Interface Design, Social Media, CSS, Web Development, Online Advertising, HTML, Content Management, HTML 5, Marketing Communications, Adobe Creative Suite, Photoshop, jQuery, Dreamweaver, XHTML, CMS, Graphic Design, Veeva, CRM, Veeva CRM, CLM, Salesforce.com, Salesforce.com...
Education
Mercer County Community College 1991 — 1993
NJ Department of Children and Families November 2006 - Present
NJ Department of Children and Families May 2006 - November 2006
NJ Department of Human Services February 2005 - May 2006
New Jersey Department of Environmental Protection April 2003 - February 2005
New Jersey Department of Environmental Protection November 2000 - April 2003
N.J. Dept. of Environmental Protection August 1999 - November 2000
Merrill Lynch August 1996 - October 1998
New Jersey CURE Auto Insurance August 1995 - August 1996
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Spanish, Customer Service, Microsoft Office, Management, Budget, Project Management, Outlook, Administrative..., Travel Arrangements, Event Planning, Employee Relations, Event Management, Research, Time Management, Teamwork, Access, Budgets, Leadership, Policy, Human Resources, Fundraising, Administrative...
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2013
Executive Masters Public Administration, Public Administration
Rider University 2009 — 2011
Liberal Studies B.A, Minor in Sociology
Career Ladders Program, Mercer County Community College 2007 — 2008
Certificate, Child Protective Services
Mercer County Community College 2001 — 2008
Human Resource Development Institute 1999 — 2005
Effective Writing, Microsoft Excel, Word, Access and PowerPoint Training Courses
The Cittone Institute 1994 — 1995
Offfice Automation Certificate
Lawrence High School
General Diploma
The Walt Disney Company June 2015 - Present
Self-employed May 2013 - June 2015
Bank of America January 2008 - April 2013
Merrill Lynch May 2005 - December 2007
Skills
Analytical Skills, Organization Skills, Maintaining Information, Problem Solving, Financial Services, Strong Technical Skills, Microsoft Excel, Logo Design, Vector Illustration, Siebel, Graphic Design, Adobe Creative Suite, Microsoft Office, Business Cards, Creativity, Photography, Cartoons, Adobe Design Programs, Photo Editor, Advertising, Photo Editing, InDesign, Investments
Education
The College of New Jersey 2001 — 2005
BS, Business
Mercer County Community College
Certificate of Graphic Design, Graphic & Web Design
Mercer County Community College
Certificate of Web Design
Weidel Realtors April 2015 - Present
Merrill Lynch June 2010 - May 2014
Skills
Computer Hardware, Computer Repair, Hardware, Windows, Video Games, Fishing, Gardening, Software, AutoCAD Architecture, Driving, Linux, Mobile Applications, Information Technology, Maintenance, Microsoft Office 2007, Business Services, Blackberry, Business, Microsoft Office 2013, Microsoft Exchange, Website Administration, Microsoft Office
Education
Mercer County Community College 2013 — 2015
Information Technology, Information Technology
Mercer County Community College 2006 — 2007
Autocad, Information Technology
Montgomery High School 2000 — 2004
Merrill Lynch June 2013 - Present
Investment Performance Services, LLC March 2010 - June 2013
Professional Services Group of Mercer County September 2009 - March 2010
BlackRock September 2006 - April 2009
Merrill Lynch Investment Managers October 1995 - September 2006
Skills
Organization, Training, Project Management, Administrative..., Concur, Management, Access
Education
Mercer County Community College
Business Administration and Management, General
The Stuart School of Business Administration
Legal Secretarial
Merrill Lynch February 2012 - Present
US Bank September 2008 - February 2012
Regions Financial Corporation September 2005 - September 2008
Skills
CSNA, Certified Special..., Small Business Lending, Consumer Lending, Series 7, Insurance, Branch Management
Education
McKendree University 1996 — 2000
Marketing
Simply Grazin March 2014 - July 2014
The Diocese of Trenton August 2013 - December 2013
The Missionaries of Charity June 2013 - August 2013
Merrill Lynch January 2013 - March 2013
Ventura Wealth Management May 2012 - August 2012
Eastern Integrated Services June 2005 - August 2012
AIG September 2011 - January 2012
Hope Project / Habitat for Humanity September 2007 - December 2007
Skills
Microsoft Excel, Microsoft Office, Insurance, Strategic Planning
Education
Rider University 2010 — 2012
B.S. Business Administration, Finance
Mercer County Community College 2006 — 2009
Business Adminstration
Hamilton High West 2002 — 2006
Merrill Lynch October 2014 - Present
Bank of America July 2012 - October 2014
New York Business Partners November 2011 - April 2012
International Planning Alliance June 2011 - September 2011
Skills
Direct Sales, Cold Calling, Banking, Branch Banking, Finance, Financial Services, Partner Development, Client Development, Manage Client..., Referrals, Exceeding Quotas, Quota Achievement, Direct Marketing, Door to Door, Insurance, Life Insurance, Health Insurance, Public Speaking, Computer Proficiency, Microsoft Office, PowerPoint, Adobe Software, Social Media, Writing Skills, Sales Presentations, Interpersonal..., Training Skills, Customer Relations, Decision Making, Statistical Reporting, Fluent in Russian, Visualization, Multitasker
Education
The College of New Jersey 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Marketing
Mercer County Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
ROOBIBLUE Studios August 1986 - Present
Roobiblue Studios 2004 - 2013
TAI Inc 2009 - 2011
Isles, Inc. 1992 - 2006
Lenox 2001 - 2003
Symedco 1992 - 1995
Waldorf School of Princeton 1986 - 1995
Merrill Lynch 1991 - 1993
Authenticolor 1968 - 1970
Skills
Mac Computer, Illustration, digital retouching, Fine Art Photography, logo concept and design, Graphic Design, Freelance Graphics, Logo Design, Adobe Creative Suite, Illustrator, Layout, Art, Photoshop, Mac, Corporate Identity, Production, Logos, Graphics, Photography, Posters, Art Direction, Brochures, Fine Art, InDesign, Print Production, Painting, Digital Photography, Drawing, Digital Illustration, Business Cards, Flyers, Creative Direction, Advertising, Portraits, Direct Mail, Photo Editing, Invitations, Annual Reports, Digital Imaging, High-end Retouching, Image Manipulation, Image Editing, Visual Communication, Banners, Vector Illustration, Collateral, Branding & Identity, Concept Development, Typography, Creative Services
Education
School of Visual Arts 1966 — 1969
illustration/photography, painting
North Idaho College 1983 — 1984
Fine/Studio Arts, General
Mercer County Community College 1986 — 1989
Design and Applied Arts
The School of Visual Arts 1966 — 1968
photography, illustration
RE/MAX Tri County April 2013 - Present
Gallagher, Briody & Butler March 2013 - Present
Big M, Inc. 2011 - 2012
Manager April 2004 - July 2011
Kevin F. D'Amour, P.C. 2004 - 2011
Pepper Hamilton LLP April 2001 - April 2004
Merrill Lynch January 2000 - April 2001
Taylor & Colilcchio 1994 - 2000
Skills
Real Estate, Customer Service, Legal Research, Real Estate Transactions, Legal Writing, Commercial Real Estate, Civil Litigation, Foreclosures, Short Sales, Commercial Litigation, Courts, Human Resources, Bankruptcy, Litigation
Education
Southern New Hampshire University 2014 — 2016
Master's Degree, Human Resource Management
Southern New Hampshire University 2013 — 2014
Bachelor's Degree, Human Resources Management, 3.897
The College of New Jersey
Bachelor's degree, Criminal Justice
Mercer County Community College
Associate of Arts and Sciences (A.A.S.), Paralegal Program and Computer Operations
SVB Financial Group March 2015 - Present
BUILD August 2012 - Present
TriplePoint Capital May 2014 - March 2015
NXT Capital November 2013 - January 2014
Gold Hill Capital December 2010 - October 2013
Gold Hill Capital March 2008 - December 2010
El Dorado Ventures August 2007 - March 2008
Merrill Lynch 2006 - 2006
Skills
Venture Capital, Venture Debt, Entrepreneurship, Business Development, Financial Analysis, Financial Modeling, Financial Reporting, Business Strategy, Enterprise Storage, Cloud Computing, Enterprise Security, Management, Portfolio Management, Start-ups, Strategy, Private Equity, Finance, Strategic Partnerships, Mergers & Acquisitions, Analysis, Investments, SaaS, Due Diligence, Equities
Education
Menlo College 2004 — 2008
BS, Business Mgt & Economics
John Cabot University 2006 — 2007
International Law and Legal Studies and Italian
Punahou School 1999 — 2004
Bank of America Merrill Lynch May 2011 - Present
Bank of America Merrill Lynch September 2004 - July 2011
ExpertPlan June 2000 - September 2004
CitiStreet 1998 - June 2000
Merrill Lynch March 1997 - November 1998
Johnson & Fargo Pension Actuaries December 1995 - March 1997
United States Marine Corps November 1990 - 1995
Skills
Product Management, Channel Management, Contract Negotiation, Team Leadership, Governance, Risk Mitigation, FINRA Series 7, Partner Relationship..., Product Development, Business Process, 401k, Plan Implementation, Client Services, Business Alliances, Record Keeping, Financial Services, Series 7, Risk Management, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Start-ups, Financial Advisory, Channel Partners, Partner Management, Management
Education
Thomas Edison State College 2007 — 2015
BSOL, Organizational Leadership & Management
Mercer County Community College
AAS, Liberal Arts & Social Sciences
The CDM Group October 2014 - Present
Community Options, Inc. September 2013 - September 2014
Bristol-Myers Squibb January 2013 - August 2013
Bristol-Myers Squibb April 2008 - January 2013
Merrill Lynch April 2005 - April 2008
Princeton University October 2003 - April 2005
Merrill Lynch November 2000 - March 2002
Goldman Sachs October 1997 - October 2000
Goldman Sachs December 1996 - October 1997
Merit Consulting August 1996 - December 1996
Skills
Employee Relations, Onboarding, Succession Planning, Talent Management, Deferred Compensation, Employment Law, HRIS, Performance Management, Workforce Planning, Talent Acquisition, Human Resources, Employee Engagement, College Recruiting, Organizational Design, Applicant Tracking..., HR Policies, Personnel Management, Benefits Administration, Labor Relations, Organizational..., Recruiting, HR Consulting, Employee Benefits, Training, New Hire Orientations, Interviews, Policy, Leadership, Coaching, Management, FMLA
Education
Muhlenberg College 1987 — 1991
BA, English/Philosophy
New York University 1992 — 1993
Graduate Certificate in HR Management
Mercer County Community College 2007 — 2007
Prep course for SPHR exam
Seton Hall University School of Law 2011 — 2011
Healthcare Compliance Certification Program
Menlo College July 2014 - Present
Menlo College June 2013 - July 2014
Menlo College October 2012 - June 2013
Merrill Lynch February 2012 - May 2012
SG Finans AS May 2011 - August 2011
SG Finans AS December 2010 - January 2011
SG Finans AS May 2010 - August 2010
Skills
Management, Salesforce.com, SQL, Project Management, Microsoft Excel, Time Management, Microsoft Office, PowerPoint, Financial Modeling, Financial Analysis, Finance, Leadership, Market Research, Team Building, Entrepreneurship, Teamwork, Customer Service, Social Networking, Excel, Analysis, Photoshop, Wealth Management, Social Media, Google Analytics, Financial Projection, Web Project Management, Data Analysis, Team Leadership, Leasing, Financial Planning, Communication, Business Strategy, CRM, Event Planning, Microsoft SQL Server, Informatica Cloud, FormAssembly, ETL, DemandTools, Microsoft Word
Education
Menlo College 2010 — 2011
Bachelor's degree
Santa Barbara City College 2008 — 2010
AA
Princeton University July 2012 - Present
State Street 2009 - 2011
State Street 2003 - 2009
State Street 2001 - 2003
State Street 2000 - 2001
Merrill Lynch 1996 - 1999
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Instructional Design, Training Needs Analysis, Curriculum Design, Presentations, Coaching Staff, Financial Analysis, Accounting, Employee Training, Data Analysis, Auditing, Mutual Funds, Policy, Financial Services, Fund Accounting, Forecasting, Training, Bloomberg, Coaching, Management, Analysis, Financial Accounting, Performance Management, Financial Reporting, General Ledger, Program Management, Account Reconciliation, Cash Management, Project Management, Time Management, Staff Development, Budgets, Teamwork
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BS, Accounting
Mercer County Community College
QSI NextGen Healthcare September 2014 - Present
Emergent January 2014 - September 2014
HighPoint Solutions May 2012 - February 2013
Merrill Lynch September 1999 - May 2008
Merrill Lynch March 1986 - September 1999
Skills
Data Warehousing, SSIS, Microsoft SQL Server, SQL, SSRS, NextGen, Databases, Data Migration, Informatica, SDLC
Education
Mercer County Community College 1980 — 1983
Computer Science
Oxford Communications October 2004 - Present
Krell Advertising September 1999 - 2001
Merrill Lynch May 1999 - September 1999
John Deere December 1997 - May 1999
Education
Savannah College of Art and Design 1993 — 1996
BFA, Graphic Design
Mercer County Community College 1992 — 1993
Communication Arts
TWFG (The Woodlands Financial Group) October 2014 - Present
Pinnacle Property Services February 2011 - Present
State Farm January 2012 - October 2014
Merrill Lynch January 2010 - October 2010
Hardin Fuels, Inc. August 2008 - January 2010
Skills
Sales, New Business Development, Entrepreneurship, Sales Management, Small Business, Painting, Customer Service, Residential Homes, Real Estate, Investment Properties, Marketing, Insurance
Education
McNeese State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Management/Finance
Keller Williams Realty West Monmouth December 2014 - Present
Berkshire Hathaway Home Services New Jersey Properties June 2010 - Present
Merrill Lynch February 2005 - July 2008
MetLife Retirement Services (Formerly Citigroup Retirement Services) November 1995 - June 2003
Skills
Referrals, Selling, Home, Buying, Customer Relations, Real Estate, Client Prospecting, Customer Service, Short Sales, Investments, Single Family Homes, Cold Calling Experience, Selling Skills, Sellers, First Time Home Buyers, Condos, Relocation, Listings, Foreclosures, Buyer Representation, Residential Homes, Move Up Buyers, Seller Representation, Contract Negotiation, National Association of...
Education
The Professional Business School 2009 — 2009
NJ Real Estate Licensing Course, Real Estate License
Mercer County Community College 1986 — 1988
Associates, Finance
east brunswick 1982 — 1984
High School Diploma, Academic
east brunswick 1982 — 1984
High School Diploma, Academic
BNY Mellon May 2011 - September 2012
Merrill Lynch December 2009 - May 2011
SUNOCO Gas Station December 2004 - December 2010
Bloomberg LP August 2008 - December 2009
Skills
SAP, Oracle, Hyperion Reports, Microsoft Office, Drilling, Horizontal Directional..., Rig, Heavy Equipment..., Financial Analysis, Financial Reporting, Financial Modeling, Performance Analysis, Contract Management, Contract Negotiation, Accounting, Bloomberg, Management, Business Analysis, Finance, Microsoft Excel, Analysis, Customer Service, Strategic Planning, Investments, Portfolio Management
Education
Stark State College 2013 — 2013
Certification, Oil and Gas
Rider University 2006 — 2008
BS, Finance
Mercer County Community College 2004 — 2006
AS, Business Admin
MediMedia USA 2009 - Present
Sky Meadow Design February 2007 - Present
Rodale April 2005 - February 2007
Bloomberg News June 1994 - April 2005
Merrill Lynch November 1989 - June 1994
Barnes & Noble September 1985 - September 1989
Skills
Art Direction, Magazines, Layout, QuarkXPress, Graphic Design, InDesign, Web Design, Adobe Creative Suite, Creative Direction, Adobe Acrobat, Publications, Brochures, Corporate Identity, Publishing, Advertising, Graphics, Logo Design, Direct Mail, Photography, Direct Marketing
Education
Rutgers University-New Brunswick 1981 — 1985
BFA, Graphic Design
Mercer County Community College 1979 — 1981
Art, Math, Biology
ING Investment Management June 2006 - Present
ING 2006 - Present
AOL May 1995 - May 2006
Merrill Lynch October 1992 - February 1994
Skills
Microsoft Excel, Customer Service, Microsoft Office, Accounting, Outlook, Data Entry, Access, Insurance, Call Centers, Lotus Notes, Microsoft Word, Software Documentation, Customer Satisfaction, Process Improvement, Invoicing
Education
Mercer County Community College 1978 — 1980
Lawrence High School 1975 — 1978
Business, Academics
CIBC Wood Gundy December 2001 - Present
Ontario Hospital Association November 2013 - Present
The Hamilton Club February 2013 - February 2014
Hamilton Health Sciences June 2011 - June 2013
Merrill Lynch December 1998 - December 2001
Midland Walwyn December 1992 - December 1998
Burns Fry January 1990 - December 1992
Canada Trust May 1985 - December 1989
Skills
Portfolio Management, Securities, Investment Strategies, Risk Management, Strategic Financial..., Investments, Strategic Planning, Corporate Governance, Business Planning, Financial Analysis, Governance, Budgets, Program Management, Banking, Financial Services, Mergers & Acquisitions, Mutual Funds, Investment Banking, Corporate Finance, Asset Management
Education
McMaster University 2006 — 2007
Chartered Director
McMaster University 1983 — 1986
BA
Iron Mountain October 2012 - Present
UMDNJ-NJ Department of Health October 2011 - July 2012
Bank of America October 2010 - March 2011
Bank of America July 2010 - September 2010
Merrill Lynch October 2009 - March 2010
Merrill Lynch September 2008 - September 2009
Merrill Lynch March 2008 - August 2008
Merrill Lynch January 2008 - March 2008
Merrill Lynch November 2007 - January 2008
Skills
Microsoft Office, PowerPoint, Excel, Data Entry, Outlook, Accounting, Corporate Finance, Word, Microsoft Excel
Education
Rider University 2005 — 2007
Bachelor of Arts, Communications
Mercer County Community College 2003 — 2005
B.A, Social Science
West Windsor Plainsboro High School North 1998 — 2002
High School Diploma, N/A
Movement Mortgage, LLC March 2015 - Present
Maverick Funding Corp March 2014 - March 2015
Intercounty Mortgage Network Corp. December 2011 - March 2014
America's First Funding Group October 2005 - December 2011
Lincoln Investment Planning November 2010 - October 2011
Infinity Mortgage Funding March 2003 - November 2005
Altria 2000 - 2003
Merrill Lynch 1998 - 2000
Skills
Mortgage Lending, Loans, FHA, Mortgage Banking, Certified Mortgage..., Residential Mortgages, USDA, Credit, Refinance, I have mad skills!, Finance, Investment Properties, First Time Home Buyers, Sales, Residential Homes, Short Sales
Education
Muhlenberg College 1987 — 1991
BS, Psychology
The Chubb Institute 1998 — 1999
Certificate Program, Computer Programming
Mercer County Community College 1992 — 1993
Certificate Program, Mortuary Science
ThinkSpot April 2010 - Present
PWRDF (The Primates World Relief and Development Fund) 2007 - 2009
Invesco Aim August 1998 - December 1999
Admax Investments May 1988 - December 1996
Merrill Lynch 1982 - 1988
Skills
Leadership Development, Team Building, Change Management, Strategic Planning, Strategy, Entrepreneurship, Executive Coaching, Public Relations, Coaching, Leadership, Public Speaking, Start-ups, Workshop Facilitation, Management Consulting
Education
Royal Roads University 2006 — 2008
MBA, Leadership
McMaster University 1985 — 1998
BSc, Social Sciences and Economics
University of Toronto - Rotman School of Management
AmeriHealth Caritas October 2014 - Present
Keystone First February 2014 - October 2014
Randstad May 2013 - February 2014
Bankers Life and Casualty January 2013 - April 2013
Staffing Plus October 2007 - October 2012
GCA Services Group August 2005 - October 2007
AchieveGlobal March 1997 - August 2005
Holiday Inn 1992 - 1994
Frupac/Chiquita 1987 - 1991
Merrill Lynch 1983 - 1987
Skills
Calendars, Outlook, Event Planning, Schedules, Expenses, PowerPoint, Confidentiality, Coordination, Administration, Conferences, Excel, Customer Service, Editing, Event Management, Microsoft Office, Word, Supervisory Skills, Hotels, Administrative..., Microsoft Word, Microsoft Excel, Onboarding, Organizational..., System Administration, Leadership Development, Training, Customer Satisfaction, New Hire Orientations, Budgets, Human Resources, Management, Leadership, Team Building, Employee Relations
Education
McKendree College 1979 — 1982
Bachelor of Arts, Public Administration
Washington School for Secretaries 1974 — 1975
Executive Assistant, Administrative Assistant and Secretarial Science, General
Crossland Senior High School 1973 — 1974
General academic
NORTHROP GRUMMAN September 2004 - Present
ELECTRONIC DATA SYSTEMS November 2002 - March 2004
COVANCE, INC January 2000 - August 2002
Merrill Lynch June 1992 - December 1999
Skills
SQL Server 2005/2000, Database Administration, Windows Server, CommVault, Veeam, Acronis, Compellent, HP EVA, SAN, Storage Area Networks, VMware, Microsoft SQL Server, sql server 2008, Idera, Quest Spotlight, Disaster Recovery, Project Management, Servers, Software Installation, DHCP
Education
Mercer County Community College 1986 — 1988
A.A.S, Computer Science
Beam Suntory July 2015 - Present
Beam Suntory September 2012 - Present
Carlson Wagonlit Travel July 2011 - September 2012
Carlson Wagonlit Travel March 2011 - July 2011
ResMor Trust Company/Ally Canada June 2008 - March 2011
Merrill Lynch January 2008 - June 2008
Skills
HRIS, Talent Acquisition, Onboarding, Employee Relations, Human Resources, Succession Planning, HR Consulting, Employee Benefits, Deferred Compensation, Performance Management, New Hire Orientations, Organizational..., Talent Management, Organizational..., Applicant Tracking..., Employee Engagement, Recruiting, PeopleSoft, Personnel Management, Coaching, Benefits Administration, Interviews, Workforce Planning, HR Policies, College Recruiting, Labor Relations, Employer Branding, Job Descriptions, Employment Law, Employee Training, Screening, Temporary Placement, Internet Recruiting, Technical Recruiting, Benefits Negotiation
Education
McMaster University 2003 — 2007
Bachelors of Commerce, Human Resources Management, Economics Minor
Merrill Lynch November 2005 - Present
AT&T March 1988 - December 2001
Skills
Management, Microsoft Office, Project Management, Troubleshooting, Telecommunications, Process Improvement, Team Building, Customer Service, Leadership, VoIP, Integration, Disaster Recovery
Education
Mercer County Community College
OpDecision LLC February 2015 - Present
MissionOne October 2013 - June 2014
Merrill Lynch February 2006 - October 2013
Skills
Research, Data Analysis, Social Media, Risk Management, Financial Analysis, Customer Service, Banking, Wealth Management, Finance, Auditing, Training, Cyber-security, Process Improvement
Education
Thomas Edison State College 2008 — 2010
Bachelor’s Degree, English Language and Literature/Letters
Mercer County Community College 2006 — 2008
Associate’s Degree, Liberal Arts and Sciences, General Studies and Humanities
Bank of America September 2013 - Present
Merrill Lynch March 2008 - Present
Bank of America March 2008 - Present
Tech Dynamics, LLC February 2004 - December 2011
Johnson & Johnson February 2002 - May 2004
Johnson & Johnson 2002 - 2004
Cabrini Medical Center 1998 - 1999
Susquehanna International Group 1998 - 1999
Skills
Organizational..., Event Management, Mentoring, Vendor Management, SDLC, Enterprise Architecture, IT Strategy, Business Analysis, Disaster Recovery, Management, Networking, IT Management, Integration, .NET, Windows Server
Education
Kennedy Western University 2003 — 2006
Bachelor of Science, Management Information Systems
Mercer County Community College 1996 — 1998
Associate, Computer and Network Technologies
HOPE Micro-Finance Initiative January 2014 - Present
Gbowee Peace Foundation Africa June 2014 - August 2014
Funding the Poor Cooporative June 2014 - June 2014
Mount Holyoke College September 2013 - May 2014
ThinkGlobal B2B January 2014 - March 2014
Public Leadership Education Network (PLEN) January 2014 - January 2014
Merrill Lynch December 2013 - January 2014
Four Colleges Biomathematics Consortium January 2013 - May 2013
Skills
InDesign, Dreamweaver, Photoshop, Microsoft Word, Microsoft Excel, Power Point, Chinese, Mandarin, Matlab, PowerPoint, Public Speaking, Research, SPSS, Microsoft Office, Event Planning, Data Analysis, Editing, Community Outreach, Teaching
Education
Mount Holyoke College 2012 — 2015
Bachelor of Arts (B.A.), Mathematics and Economics
McGill University
Karen Jandorf Consulting March 2009 - Present
Karlin Sloan & Company May 2011 - Present
Insight Prison Project 2010 - Present
AchieveMission June 2010 - December 2011
Taproot Foundation June 2009 - September 2009
Harris myCFO, Inc. January 2000 - March 2009
SGI 1997 - 1999
Standard & Poor's 1994 - 1997
Merrill Lynch 1990 - 1994
Skills
Coaching, Non-profits, Mediation, Leadership Development, Public Speaking, Organizational..., Workshop Facilitation, Strategic Planning, Organizational..., Executive Coaching, Strategy, Leadership, Culture Change, Talent Management, Management, Performance Management, Cross-functional Team..., Organizational Design, Change Management, Fundraising, Nonprofits, Program Management, Consulting, Conflict Resolution, Human Resources, Project Management, Executive Management, Emotional Intelligence, Management Consulting, Executive Development, Team Building, Personal Development, Training, Career Development, Management Development, Performance Improvement, Career Counseling, 360 Feedback, Succession Planning, Employee Engagement, Personnel Management, Staff Development, MBTI, Training Delivery, Employee Training, Business Coaching, Facilitation
Education
Center for Right Relationship
University of California, Berkeley
Certified
New Ventures West
Certified Integral Coach
NLP Institute of California
Master NLP Practitioner
Menlo College
BS
Monmouth County Engineering July 2011 - Present
Monmouth County - Dept. of Corrections February 2011 - November 2011
Actively seeking employment February 2009 - February 2011
Blackhawk Network August 2009 - November 2010
Merrill Lynch February 1990 - February 2009
Paine Webber November 1999 - January 2000
Carter-Wallace, Inc. May 1989 - February 1990
Atochem October 1985 - March 1989
Skills
Typist, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Process Improvement, Account Management, Contract Negotiation, Inventory, Leadership, Management, Training, Project Management, Microsoft Word, Real Estate, Sales Management, SharePoint, CRM, Sales
Education
Mercer County Community College 1998 — 1999
Certificate, Construction Project Management
The Berkeley School 1984 — 1985
Intensive Secretarial Program
Ramapo College of New Jersey 1982 — 1984
Academic
Agricola April 2014 - Present
Merrill Lynch November 2013 - April 2014
The North End Bistro March 2013 - October 2013
The Princeton Sports Bar January 2009 - March 2013
Skills
Restaurant Management, Restaurants, Food & Beverage, Hospitality, Menu Development, Customer Service, Food Service, Food, Hospitality Management, Inventory Management, Aiereus iPad restaurant..., Cost Control, Management, Training
Education
Rider University 2008 — 2010
Bachelor of Arts (B.A.), History, Graduated Cum Laude
Mercer County Community College 2005 — 2008
Bank of America October 2010 - Present
Merrill Lynch December 2007 - March 2008
Merrill Lynch May 2006 - September 2006
Skills
Microsoft Excel, Workforce Planning, Outlook, Microsoft Word, HRIS Database Management, HR Consulting, HR Analytics, HR Strategy, Leadership, Community Outreach
Education
UNC Charlotte 2003 — 2007
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Mercer County Community College 2002 — 2003
Business Administration and Management, General
Hopewell Valley Central High School 1999 — 2003
Merrill Lynch January 2014 - Present
Merrill Lynch November 2012 - January 2014
Merrill Lynch March 2012 - November 2012
Merrill Lynch 2007 - March 2012
Skills
Series 7, Compliance, Wealth Management, Securities, Investments, Stocks, Equities, Bonds, Brokerage, Options, Risk, Series 63, Mutual Funds, Alternative Investments
Education
Medaille College
Business, Finance
TIAA-CREF November 2014 - Present
PIMCO Investments June 2013 - December 2013
Williams Lea July 2011 - February 2013
Trivergance Business Resources, LLC July 2009 - December 2010
BlackRock October 2006 - December 2009
Merrill Lynch January 2000 - October 2006
Merrill Lynch January 1996 - January 2000
Merrill Lynch November 1991 - January 1996
Skills
Cross-functional Team..., Project Management, Program Management, Asset Managment, Marketing Communications, Process Improvement, Print Production Process, Product Management, Vendor Management, Management, Professional Mentoring, Negotiation, Powerful Communicator, Direct Mail, Budgets, Strategy, Asset Management, Marketing, Leadership, Team Leadership, Six Sigma, Strategic Planning, Contract Negotiation, Procurement, Product Marketing, Competitive Analysis, New Business Development, Operations Management, Analytics, Business Analysis, Business Development, Team Management, Sales, Marketing Strategy, Training, Direct Marketing, Customer Service, Outsourcing, Account Management, Change Management, Financial Services, Strategic Sourcing, Team Building, CRM, Purchasing
Education
Mercer County Community College 1979 — 1981
Business Administration and Management, General
Merrill Lynch February 1986 - Present
New Jersey Deparment of the Treasury June 1981 - January 1986
Skills
Outlook, Microsoft Office, PowerPoint, Excel, Word, Access, Visio, Teamwork, Office Administration, Administrative Support, Problem Solving, Fax, Calendars, Event Planning, Event Management, Coordination, Expenses, Budgeting, Invoicing, Accounts Payable, Conferences, Video Conferencing, Scheduling, Planning, Compliance, Timely, Preparation, Supplies, Editing, Payments, Internet Explorer, SharePoint, Performance Management, Time Management, Purchasing, Facilities Management, Administrative..., Spreadsheets, Microsoft Excel, Wealth Management, Banking, Securities, Mutual Funds, Series 63, Financial Services, Private Banking, Asset Allocation, Alternative Investments, Fixed Income, Financial Advisory
Education
Mercer County Community College
Associate's degree
BMO Nesbitt Burns January 2002 - Present
Merrill Lynch 1999 - 2002
Midland Walwyn 1996 - 1999
Wood Gundy 1993 - 1996
Ontario Hydro September 1988 - August 1993
Skills
Fixed Income, Investments, Asset Management, Investment Advisory, Retirement Planning, Investment Strategies, Mutual Funds, Alternative Investments, Portfolio Optimization, Estate Planning, Strategic Planning, Hedge Funds, Derivatives, Wealth, Bonds, Trading, Commodities, Retirement, Currency, Equity Derivatives, Capital Markets, Risk Management, Technical Analysis, Due Diligence, Financial Advice, Trading Systems, FX, Public Speaking, Risk, Emerging Markets, Equities, Wealth Management, Asset Allocation, Portfolio Management, Financial Planning, Financial Services, Finance, ETFs, Investment Management, High Net Worth..., Strategy, Banking, Wealth Management..., Financial Analysis, Financial Markets, Securities, Financial Modeling, Valuation, Equity Research, Insurance
Education
McMaster University 1987 — 1989
M.B.A., Finance
University of Toronto 1981 — 1985
B.Sc., Geology
MRM Worldwide May 2010 - Present
East Coast News November 2002 - November 2008
Merrill Lynch November 1998 - November 2001
TBS 1968 - 1999
Skills
Concept Development, Logo Design, Adobe Creative Suite, Image Manipulation, Posters, Web Design, Advertising, Graphic Design, Layout, InDesign, Illustration, Illustrator, Interactive Advertising, Graphics, Corporate Branding, Online Marketing, User Interface Design, Interactive Marketing, Dreamweaver
Education
The College of New Jersey 1991 — 1994
BFA, Graphic Design and Fine Arts
Mercer County Community College
AS, Advertising
Deloitte August 2011 - Present
Cognizant Technology Solutions October 2010 - August 2011
EMC January 2006 - November 2010
Ariba January 2005 - January 2006
BearingPoint Consulting February 1999 - January 2005
Andersen Consulting March 1998 - January 1999
EDS June 1995 - March 1998
Smith Barney December 1993 - March 1995
Merrill Lynch January 1990 - December 1993
Skills
SDLC, Program Management, Business Analysis, Requirements Analysis, Integration, Vendor Management, IT Strategy, Business Process..., Project Management, Consulting
Education
Rider University 1988 — 1990
BS, Finance and Accounting
Mercer County Community College 1986 — 1989
AS, Business Administration
University of Maryland College Park 1984 — 1986
Merrill Lynch November 2005 - Present
Department of the Navy January 2007 - December 2007
Skills
Retirement Planning, Estate Planning, Retirement, Series 7, 401k Rollovers, Asset Management, Carpentry, Equities, Finance, Financial Analysis, Financial Risk, Financial Services, Investment Management, Investments, Mutual Funds, Personal Finance, Portfolio Management, Small Business, Strategic Financial..., Wealth Accumulation, Wealth Management..., Wealth Management, Woodworking, Asset Allocation, FINRA, Insurance, Separately Managed..., Uniform Combined State..., Financial Planning, Series 6, Series 63, Series 65
Education
Livonia High School
Medaille College
BS, Business Management
The Regional Municipality of York May 2009 - Present
York Region (The Regional Municipality of York) December 2002 - May 2009
Direct Energy April 2002 - October 2002
MERRILL LYNCH April 2000 - June 2001
Ontario Ministry of Health and Long-Term Care June 1998 - April 2000
Skills
Microsoft Excel, Databases, PeopleSoft, Business Analysis, Visio, Business Process, Enterprise Architecture, Program Management, Change Management, Project Management, MS Project, Software Documentation, Access, ITIL, Analysis, Process Improvement, Project Coordination, Business Process Mapping, Project Planning, Security, Integration, Disaster Recovery, Government, Business Process..., Vendor Management
Education
Ryerson University 1993 — 1998
Bachelor, Computer Science
McMaster University 2004 — 2006
Certificate, Advanced Business Analysis
The Regional Municipality of york
Certificate of Completion, Purchasing, Procurement/Acquisitions and Contracts Management
The Regional Municipality of York
Certificate of Completion, Purchasing, Procurement/Acquisitions and Contracts Management
Global Knowledge 2011 — 2012
Certificate, ITIL
The George Washington University - School of Business
Certificate of Course Completion, Project Leadership, Management and Communication
National Quality Institute
Certificate of Course Completion, Operational Root Cause Analysis
Learning Tree
Certificate of Course Completion, Business Process Re-engineering
Learning Tree 2002 — 2004
DBA Certificate, Data base administration, SQL server and Oracle 8i
Freelance Consultant May 2006 - Present
Tribeca Film Festival 2005 - Present
Morgan Stanley 1995 - 2006
Merrill Lynch 1991 - 1995
Skills
Marketing, Social Media, Advertising, Product Development, Marketing Communications, Editing, Public Relations, Copywriting, Digital Marketing, Social Media Marketing, Creative Direction, Email Marketing, Blogging, Integrated Marketing, Content Strategy, Digital Media, Copy Editing, New Media, Publishing, Social Networking
Education
The College of New Jersey 1987 — 1990
Thomas Edison State College 1987 — 1990
Bachelor of Arts
Mercer County Community College
Heavy Water Ltd. May 2011 - Present
Merrill Lynch September 2008 - April 2011
Yardville National Bank January 2002 - March 2008
Skills
Managed Services, VoIP, Data Center, Unified Communications, Solution Selling, Disaster Recovery
Education
Rutgers University-New Brunswick
BS, Finance
Mercer County Community College
Associate, Business Administration
LHS
HP February 2008 - Present
Bristol-Myers Squibb June 2001 - Present
Merrill Lynch January 2001 - June 2001
Education
Chubb Institute 2000 — 2000
Mercer County Community College 1990 — 1993
Merrill Lynch International Financial AdvisorMerrill Lynch2007 - Present
Education
McMaster University 1985 — 1987
Merrill Lynch Tech SupportMcGraw-Hill2001 - 2007
Education
Rowan College at Burlington County 1991 — 2008
Mercer County Community College 2001 — 2007
Rowan College at Burlington County 1992 — 2001
Westminster Choir College of Rider University November 2012 - Present
Rider University December 2005 - Present
Our Lady of Sorrows School 2001 - 2010
Merrill Lynch 1998 - 2003
Bank of America Merrill Lynch 1998 - 2003
Rhone Poulenc 1997 - 1998
Jardine Sayer 1992 - 1998
Jardine Sayer 1993 - 1995
Skills
Teaching, Research, Event Planning, Non-profits, Strategic Planning, Leadership Development, PowerPoint, Google Docs, Public Speaking, Social Media, Nonprofits, Social Networking, Editing, Public Relations, Community Outreach, Student Affairs, Staff Development
Education
Rider University 1989 — 1991
Mercer County Community College 1985 — 1989
Notre Dame High School 1981 — 1985
Albridge, an Affiliate of Pershing November 2013 - Present
Albridge, an Affiliate of Pershing April 2013 - December 2013
Albridge, an Affiliate of Pershing August 2012 - March 2013
Albridge, an Affiliate of Pershing August 2011 - January 2013
Albridge, an Affiliate of Pershing June 2006 - August 2011
Merrill Lynch 2004 - 2006
Covance June 1999 - October 2003
Skills
SQL, SQL Server, Oracle SQL, SDLC, Business Analysis, Oracle, ETL, Data Analysis, Access, Requirements Gathering, Business Intelligence, Process Improvement, Project Management, Data Warehousing, PL/SQL, Software Project..., Requirements Analysis, Analysis, Visio, Data Management, SOA, Agile Methodologies, Management, Integration, Data Quality, Linux, Relational Databases, Perl, Windows, HTML, Leadership, Team Building, Business Requirements, Financial Services, Data Governance, Solution Architecture, Investment Management, User Acceptance Testing, Product Management, Trading Systems, Business Process, Fixed Income, Relationship Management, Corporate Actions, Series 7, Securities, Portfolio Management, Mutual Funds, Equities, Team Leadership
Education
Ramapo College of New Jersey 1997 — 1999
BS, Business Administration
Mercer County Community College 1994 — 1996
AS, Business Administration
Howard Seidman Communications January 2010 - Present
United Health Group April 2007 - February 2010
Robert Wood Johnson University Hospital Hamilton April 2004 - April 2007
Princeton Insurance Company September 2001 - March 2004
Merrill Lynch February 2000 - July 2001
Skills
Editing, Newsletters, Publishing, Press Releases, Public Relations, Magazines, Media Relations, Social Media, Books, Internal Communications, Corporate Communications, Marketing Communications, Strategic Communications, Copy Editing, Event Planning, Hospitals, Healthcare, Facebook, Publications, Copywriting, Digital Media, Research, Marketing, Blogging, Humor, Social Media Marketing, Creative Direction, Content Development, Online Marketing, Brand Development, Publicity, Advertising, Email Marketing, Content Strategy, Direct Marketing, SEO, Web Content, Writing
Education
Syracuse University 1982 — 1986
BA, English Lit
Temple University 2001 — 2001
Certificate, Web Design
Mercer County Community College 2002 — 2003
Certificate, Marketing Communications
State Street January 2001 - July 2011
Merrill Lynch October 1999 - January 2001
Education
Upsala College 1984 — 1986
Mercer County Community College
Merrill Lynch
Skills
Equities
Education
Mercer County Community College 2006 — 2011
Merrill Lynch March 2012 - Present
Merrill Lynch June 2008 - March 2012
Merrill Lynch July 2006 - June 2008
Skills
Financial Modeling, Finance, Financial Analysis, Portfolio Management, Financial Reporting, Investments, Accounting, Banking
Education
Thomas Edison State College 2006 — 2007
BSBA, Accounting
Old Dominion University 1997 — 1998
Accounting
Mercer County Community College 1995 — 1997
AS, Accounting
Peoplelease (Bestway-Honey Transport) January 2010 - Present
CDI Business Solutions August 2008 - Present
Electronic Data Systems May 2007 - March 2008
Electronic Data Systems 2007 - 2008
Jevic Transporation July 2006 - May 2007
Merrill Lynch November 2004 - July 2006
Merrill Lynch August 1999 - July 2006
Merrill Lynch September 2002 - October 2004
Merrill Lynch April 2001 - September 2002
Merrill Lynch August 1999 - April 2001
Education
Lenape High School
Rider University
Jevic Transportation
Mercer County Community College
New Horizon Computer Learning Center
Rider University / Continuing Studies2002
Financial Accounting / English
Merrill Lynch April 2013 - Present
Merrill Lynch January 2012 - May 2013
Merrill Lynch January 1992 - January 2012
Merrill Lynch September 1991 - January 1992
GRiD Systems February 1988 - August 1991
Bristol-Myers Squibb 1984 - February 1988
Rumsey Electric Co. 1980 - 1984
Skills
Project Management, IT Strategy, Automation, Vendor Management, SDLC, Requirements Analysis, Service Delivery, PMO, Enterprise Architecture, Integration, Software Project..., Testing, PMP, IT Management, Disaster Recovery, Business Analysis, Project Portfolio..., ITIL, Requirements Gathering, Data Center, Solution Architecture
Education
Mercer County Community College 1994 — 1996
Associate's degree, Computer Science
CHI Institute 1984 — 1985
Information Technology
Canaccord Genuity 2008 - December 2013
Canaccord Capital October 2007 - December 2013
Merrill Lynch April 1997 - January 2007
Ontario Teachers' Pension Plan 1992 - 1997
Skills
Fixed Income, Bonds, Capital Markets, Wealth Management, Trading, Investments, Derivatives, Portfolio Management, Investment Strategies, Money Market, Securities Lending, Presenter, Educational Leadership, Bloomberg, Equity Trading, ETFs, Securities, Electronic Trading, Hedge Funds, Equities, Equity Derivatives, Financial Markets
Education
McMaster University
VDX Inc. April 2013 - Present
Wipro Technologies August 2009 - April 2013
Charming Shoppes 2009 - 2012
Standard Chartered Bank 2008 - 2009
Merrill Lynch June 2001 - April 2008
Skills
CCNA, Apple Macintosh, Pro: Windows Server..., Mac, TCP/IP, Virtualization, Windows, System Administration, Operating Systems, Troubleshooting, XP, Windows 7, Computer Hardware, ITIL, VMware, DNS, Active Directory, Windows Server, Servers, VMware ESX, DHCP, Disaster Recovery, WSUS, IT Operations, Hardware, IT Management, Cisco Technologies, VPN, Network Administration, SCCM, Microsoft Technologies, OS X, System Deployment, SharePoint, Microsoft SQL Server, Group Policy
Education
Mercer County Community College 2002 — 2008
Computer System/Network Administrator
Computer Networking Technologies 1998 — 1999
Asurion March 2012 - Present
Bank of America May 2011 - April 2012
Bank of America February 2010 - June 2011
Bank of America January 2009 - February 2010
Merrill Lynch March 2007 - January 2009
Merrill Lynch May 2005 - March 2007
Merrill Lynch November 2004 - May 2005
Merrill Lynch February 2003 - November 2004
Skills
Change Management, Cross-functional Team..., Business Intelligence, IT Strategy, Information Security, Leadership, Management, Business Analysis, Business Continuity, Process Improvement, Program Management, Project Management, Security, Six Sigma, Vendor Management, Risk Management, Business Process...
Education
University of Phoenix 2008 — 2010
BS, Operations Security and Management
Chubb Institute 1997 — 1998
Networking Technology
Mercer County Community College 1992 — 1996
AAS, Networking Technology
Barclays August 2012 - Present
Barclays May 2010 - August 2012
Bank of the West January 2010 - June 2010
Bank of the West April 2009 - January 2010
Lehman Brothers Bank August 2007 - June 2008
Lehman Brothers 2003 - 2008
Merrill Lynch August 1999 - August 2003
Fineman Associates Public Relations November 1988 - May 1999
Skills
Strategic Planning, Business Planning, Management, Competitive Analysis, Performance Management, Recruiting, Marketing, Financial Modeling, Mergers, Project Planning, Leadership, Financial Analysis, Risk Management, Investment Banking, Strategy, Business Strategy
Education
University of the Pacific 1985 — 1987
BS, Business Administration
Menlo College 1983 — 1985
Business
Merrill Lynch July 2010 - Present
Merrill Lynch February 2006 - July 2010
Skills
Wealth Management, Equities, Investments, Series 7, Mutual Funds, Portfolio Management, Fixed Income, Financial Services, Series 63, Retirement Planning, Relationship Management, Asset Management, Banking, Retirement, Asset Allocation, Risk Management
Education
Medaille College 2002 — 2005
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Strategic Capital Group June 2009 - Present
Washington Mutual January 2007 - June 2009
Russell Investments December 2004 - January 2007
Washington Mutual October 2002 - December 2004
Merrill Lynch January 1999 - September 2002
Education
Rider University 1995 — 1996
BS, Finance
Mercer County Community College 1992 — 1994
AS, Business Administration
BlackBox Cosmetics June 2013 - Present
USA Self Employed March 2003 - Present
Tastefully Simple January 2010 - April 2013
Empire Office March 2001 - December 2001
BFI August 2000 - March 2001
Merrill Lynch June 1996 - August 2000
Skills
Fitness, Pilates, Nutritional Counseling, Wellbeing, Wellness, Nutrition, Event Planning, Fitness Training, Yoga, Fundraising
Education
Mercer County Community College 1997 — 1998
Certificate - Construction PM
The College of New Jersey 1991 — 1995
BFA, Interior Design
Merrill Lynch January 2011 - Present
Education
Mercer County Community College
The Chubb Institute
Merrill Lynch March 2015 - Present
Mercer County Community College January 2012 - Present
Skills
Front End Web..., Web Design, Responsive Web Design, Web Development, Teaching, WordPress, Process Improvement, CSS, Photoshop, HTML, Strategic Planning, Public Speaking, Social Media, Advanced CSS, Databases, Microsoft Excel, Software Implementation, Problem Solving, Project Management, HTML5, Web Applications
Education
Mercer County Community College 2008 — 2009
Web Design
Temple University 2000 — 2004
BS, Secondary Education
Bank of America December 2010 - Present
Bank of America January 2009 - December 2010
Merrill Lynch September 2006 - January 2009
Merrill Lynch January 2003 - September 2006
Merrill Lynch January 2002 - January 2003
Merrill Lynch January 2001 - January 2002
Merrill Lynch March 1997 - January 2001
Skills
Oracle, Financial Reporting, Vendor Management, Risk Management, General Ledger, Process Improvement, Accounts Payable, Portfolio Management, Account Reconciliation, Finance, Six Sigma, Program Management, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Management, Procurement, Invoicing, Analysis, Variance Analysis, Project Management
Education
Trenton State College 1982 — 1986
Accounting
Mercer County Community College
Project Management, 4.0
Scotiabank Global Banking and Markets February 2008 - Present
Scotia Capital Inc January 1998 - January 2008
Merrill Lynch January 1996 - January 1998
Merrill Lynch 1996 - 1998
Toronto Dominion Bank January 1994 - January 1996
TD Securities 1994 - 1996
CIBC Wood Gundy January 1989 - January 1994
CIBC Wood Gundy 1987 - 1994
Mackenzie Financial Corporation January 1986 - January 1989
Skills
Fixed Income, Capital Markets, Securities, Derivatives, Portfolio Management, Trading, Investments, Banking, Risk Management, Finance, Structured Finance, Credit, Money Market, Investment Strategies, Funding
Education
McMaster University 1979 — 1985
HBA, Economics
Bank of America March 2012 - May 2013
The McGraw-Hill Companies March 2011 - January 2012
Bank of America August 2009 - March 2011
Merrill Lynch September 2006 - January 2009
Merrill Lynch March 2004 - August 2006
Merrill Lynch April 1996 - February 2004
First Fidelity Bank August 1986 - March 1996
NJNB 1980 - 1986
Skills
SDLC, Project Management, Business Analysis, Program Management, E-commerce, Project Portfolio..., Financial Services, Software Development, Testing, Management, IT Strategy, Portfolio Management, Team Leadership, Risk Management
Education
Mercer County Community College
Merrill Lynch/Bank of America 2010 - Present
Merrill Lynch April 1991 - Present
Merrill Lynch January 2003 - February 2005
Education
Mercer County Community College
business management
Merrill Lynch June 2006 - Present
Education
Medaille College 2005 — 2008
Business Administration, Finance
Merrill Lynch November 1999 - November 2008
Computer Horizons Corporation 1996 - 1999
United Parcel Service 1989 - 1996
CONSCO Enterprises/Computer Associates 1986 - 1989
Skills
Access, SQL, Microsoft SQL Server, Windows, Oracle, Analysis, Software Development, Databases, Process Improvement, Visio
Education
Mercer County Community College
MS Access 2007
AVTECH Institute of Technology 2009 — 2010
Certificates of Completion: Data Warehousing; Oracle DBA; SQL Server Administration
Montclair State University
BS, Computer Science
Merrill Lynch March 1998 - February 2009
Louisiana State Police June 1978 - June 1998
Education
McNeese State University
Industrial Orientation & Safety, Mathematics Analysis, Fundamentals of Electricity, Introduction to
University of Louisiana at Lafayette
Liberal Arts
Amerigroup Corporation / WellPoint October 2011 - Present
Software Guidance & Assistance December 2010 - October 2011
Independent IT Consultant Architect 2009 - 2010
Keane (formerly CyLogix) March 1997 - April 2009
Merrill Lynch May 1987 - March 1997
Independent IT Consultant/Contractor June 1983 - May 1987
State of New Jersey February 1976 - June 1983
Skills
Integration, Business Analysis, Program Management, Business Process, Enterprise Architecture, Project Management, Data Warehousing, Unix, Software Development, Analysis, Management, Enterprise Software, SDLC, Software Documentation, PMP, Microsoft SQL Server, Outsourcing
Education
Rider University 1980 — 1983
MBA, Business Administration
The College of New Jersey 1970 — 1974
BS, Mathematics
Mercer County Community College
Merrill Lynch September 2007 - Present
Citigroup 1994 - 2007
Altamira Management Ltd. 1990 - 1994
Altamira 1989 - 1994
Skills
Wealth Management, Capital Markets, Portfolio Management, Investment Banking, Investments, Derivatives, Hedge Funds, Alternative Investments, Asset Managment, Financial Modeling, Series 63, Valuation, Securities, Banking, Risk Management, Mutual Funds, Trading Systems, Bloomberg, Financial Services, Prime Brokerage
Education
McMaster University 1985 — 1987
Master of Business Administration (MBA)
The University of Western Ontario 1981 — 1984
Bachelor of Arts (B.A.), Economics
Taqueria La Reina October 2013 - Present
Merrill Lynch 2002 - 2004
Skills
Sales, Management, Strategic Planning, Microsoft Office, Negotiation, Analysis, Budgets, Microsoft Excel, Marketing Strategy, Customer Service, Leadership, PowerPoint
Education
McMurry University
BBA, Finance, 3.8
GE Transportation's Optimization Solutions February 2014 - Present
Comcast Cable June 2013 - December 2013
Boys and Girls Clubs of America (Trenton Mercer County) July 2012 - June 2013
Merrill Lynch August 2007 - June 2009
Merrill Lynch January 2007 - April 2007
Skills
Databases, Microsoft Office, Operating Systems, Security, Programming, Software Development, Network Security, JIRA, Cross-browser..., HP Quality Center, Staff Development, Linux, Software Project..., Computer Hardware, Agile Methodologies, Black Box Testing, User Acceptance Testing, Quality Assurance, Test Planning, RDBMS, White Box Testing, Customer Service, Teaching, Event Planning, Regression Testing, Program Management, Microsoft Word, Cloud Computing, Microsoft Technologies, Event Management, Public Speaking, Computer Software..., Windows 7, Leadership, Code Review, Data Management, Software Engineering, Portrait Photography, Oracle SQL Developer, Lifestyle Photography, Travel Photography, Rally, Windows
Education
Rowan University 1998 — 2005
Bachelor of Science (B.S.), Computer Science
Towson University 2012 — 2013
Cisco IT Essentials Certified Instructor
Mercer County Community College 2010 — 2011
Certificate of Completion of Cisco Systems, Network Engineering
NJ Advance Media May 2015 - Present
NJ Advance Media May 2015 - Present
Anuco May 2014 - February 2015
Banfield Pet Hospital December 2012 - March 2014
Marlboro Animal Hospital April 2010 - January 2012
BAILEY'S PRINTING February 2001 - January 2009
PULSAR GRAPHICS October 1997 - February 2001
Merrill Lynch February 1997 - October 1997
TRIO GRAPHICS December 1994 - August 1997
Hatteras Press July 1991 - May 1994
Skills
Typesetting, Brochures, Client Education, Customer Service, Direct Mail, Dogs, Graphics, Image Manipulation, Layout, Mac, Microsoft Office, Pre-press, Preflight, Pets, Advertising
Education
Mercer County Community College 1981 — 1983
Advertising Design, Advertising Design
Johnson Controls January 2012 - Present
Bristol-Myers Squibb January 2012 - Present
TD Bank N.A. April 2011 - January 2012
TD March 2011 - January 2012
Merrill Lynch September 2008 - January 2010
Randstad September 2008 - September 2009
Skills
Banking, Wealth Management, Insurance, Fixed Income, Fixed Annuities, Life Insurance, Customer Service, Microsoft Excel, Microsoft Office, Financial Services, Credit, Microsoft Word, Retail Banking, Mortgage Lending, Loans, Finance, Financial Modeling, Investment Banking, Relationship Management, Outlook, Outlook Express, Lotus Notes, Maximo, SSR, Windows 7, Windows XP Pro, Windows 8, Windows Vista, Microsoft Power Point, Accurate Data Entry, Data Analysis, Online Data Entry, Copy Typing, Proficient Typing Skills, Self-motivated Team..., Management, Troubleshooting, Networking, PowerPoint
Education
Mercer County Community College 2003 — 2005
Psychology
Mercer County Community College 2003 — 2005
Computer and Information Sciences and Support Services
DeVry University 2001 — 2003
Computer and Information Sciences and Support Services
DeVry University 2001 — 2003
Business Administration, Management and Operations
Steinert High School Hamilton High East 1997 — 2001
High School
Atlantic School of Insurance
License, Life and Health Insurance
Bank of America July 2015 - Present
Bank of America September 2013 - July 2015
Bank of America March 2013 - September 2013
Merrill Lynch June 2012 - March 2013
Bank of America June 2011 - June 2012
Bank of America February 2008 - June 2011
Skills
Leadership, Coaching, Banking, Retail Banking, Loans, Mortgage Lending, Credit, Risk Management, Consumer Lending, Credit Analysis, Relationship Management, Small Business Lending, Process Improvement, Change Management, Customer Experience, Financial Analysis, Performance Management, Team Building, Operations Management, Leadership Development, Mortgage Banking
Education
McHenry County College
Princeton University February 2011 - Present
Rosetta 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Accounts Payable, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Accounts Receivable, Administrative..., Outlook, Event Planning, Research, Office Management, Donor Relations, Paralegals, Administrative..., Nonprofits, Administration, Data Analysis, Public Speaking, Leadership, Strategic Planning, Training, Editing, Teamwork, Fundraising, Marketing Strategy, Budgets, Social Networking, Customer Service, Marketing, Gift Planning, System Administration
Education
Peirce College 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Paralegal Studies, 3.91
Mercer County Community College 2003 — 2007
Associate of Science (A.S.), Paralegal Studies, 3.47
Mercer Digital Printing February 2011 - Present
Main Access September 2002 - Present
Merrill Lynch February 1991 - January 2000
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Analysis, Customer Service, Management, Project Planning, Sales, Real Estate, Microsoft Word, Public Speaking, Account Management
Education
Mercer County Community College 1984 — 1986
Associate, Business Administration
Sparta Systems, Inc. November 2012 - Present
PRINCE SPORTS, INC May 2005 - October 2012
Merrill Lynch May 2000 - May 2005
Merrill Lynch February 1997 - May 2000
Skills
Event Management, Outlook, Microsoft Excel, Marketing, Event Planning, Customer Service, PowerPoint, Microsoft Office, Administrative..., Management, Human Resources, Microsoft Word
Education
Cittone Institute 1996 — 1997
Certificate, Legal Administrative Assistant/Secretary
Mercer County Community College
Psychology; English Composition, Computer Art, Speech Communication
Mercer County Community College
Mercer County Community College
Psychology, English Composition, Computer Art, Speech Communication
THE CITTONE INSTITUTE
CBRE August 2012 - Present
Jones Lang LaSalle September 2009 - July 2012
Cushman & Wakefield September 2008 - September 2009
Merrill Lynch August 2007 - September 2008
Merrill Lynch Investment Managers February 1987 - September 2006
Mercer County Community College June 1984 - February 1987
Skills
Asset Managment, Administrative..., Outlook, Vendor Management, Investments, Facilities Management, Microsoft Excel, Office Management, Real Estate, PowerPoint, Portfolio Management, Microsoft Office, Financial Services, Project Management, Budgets, Management, Corporate Real Estate, Property Management
Education
Mercer County Community College
A.A.S, Secretarial Science/Business Administration
UBS June 2001 - Present
Merrill Lynch December 1990 - June 2001
International Trading group ITG May 1987 - March 1989
Skills
Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Equity Investments, Strategic Financial..., Mortgage Lending, Securites Lending, Home Equity Lines of..., Series 6, Series 7, Series 63, Series 65
Education
Mercer County Community College 1979 — 1981
Associate of Arts and Sciences (A.A.S.), Media Communications Engineering
BlackRock September 2006 - Present
Merrill Lynch February 1984 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
Mercer County Community College 1979 — 1981
Associate's degree, Accounting
State Street September 2014 - Present
State Street July 2013 - September 2014
State Street June 2012 - August 2012
Merrill Lynch May 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Research, Team Leadership, Public Speaking, Time Management, Leadership, Photoshop
Education
McIntire School of Commerce 2009 — 2013
Bachelor's degree, Accounting and Finance
University of Virginia 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Bank of America Merrill Lynch October 2013 - Present
Citi March 2012 - August 2013
Teesort August 2011 - March 2012
Bank of America Merrill Lynch February 2010 - July 2011
Bank of America Merrill Lynch August 2007 - February 2010
Merrill Lynch October 2003 - August 2007
Skills
Project Management, Analysis, Equities, Process Improvement, Financial Services, Microsoft Word, Investments, Financial Modeling, Fixed Income, Asset Management, Financial Planning, Valuation
Education
Rider University 2010 — 2013
Bachelor's Degree, Accounting and Finance
Mercer County Community College 2004 — 2007
Associate of Arts and Sciences (AAS), Accounting
NJEDA May 2013 - Present
New Jersey Housing and Mortgage Finance Agency January 2007 - May 2013
New Jersey Housing Mortgage Finance Agency January 2007 - May 2013
Factiva, A Dow Jones Company June 2003 - January 2007
John Patrick Publishing July 2000 - June 2003
Clarici Screen Printing February 1999 - July 2000
The Mega Group September 1997 - January 1999
Merrill Lynch February 1997 - September 1997
Mercer County Board of Social Services May 1994 - February 1997
Skills
Account Reconciliation, Invoicing, Cash Management, Spreadsheets, Accounts Receivable, Auditing, Accounting, Payments, Accounts Payable, General Ledger, Journal Entries, Bank Reconciliation, Internal Controls
Education
Mercer County Community College 1992 — 1995
AAS, Accounting
CoBank May 2015 - Present
CoBank January 2012 - April 2015
US AgBank April 2009 - December 2011
Merrill Lynch February 2008 - April 2009
Koch Industries 2007 - 2008
UBS 2005 - 2007
Skills
Interest Rate Risk..., ALM, QRM, Investments, Cash Management, Personal Financial..., Banking, Treasury Management, Treasury, Financial Modeling, Valuation, Portfolio Management, Bloomberg, Capital Markets, Finance, Risk Management, Financial Analysis
Education
McPherson College
Bachelor of Science, Business Management